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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,005 | $211,224-93.8% | $178,505-92.7% | $145,897-91.1% |
| Participation rate | 58.3% | 80.8%-22.5pp | 77.1%-18.8pp | 80.3%-22.0pp |
| Annual return | 16.55% | 30.28%-13.7pp | 27.16%-10.6pp | 552.29%-535.7pp |
| Employer contribution / active EE | $1,410 | $4,577-69.2% | $3,955-64.3% | $4,663-69.8% |
| Participant deferral / active EE | $2,115 | $6,966-69.6% | $6,280-66.3% | $6,689-68.4% |
| Admin fee / account holder | $29 | $12,109-99.8% | $10,428-99.7% | $13,390-99.8% |